Investing

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FIXED INCOME FEB 26, 2013
Fallen star Heebner places astronomical bet against Treasuries

Big chunk of fund spent shorting Uncle Sam's debt; could be years 'before you got any pleasure out of it'

ALTERNATIVES FEB 26, 2013
Nontraded REIT group in tit-for-tat with NY Times

A group representing the nontraded-REIT industry has gotten into a war of words with The New York Times. Here's what the fuss is about.

ETFS FEB 26, 2013
Schwab opens platform to more than 100 ETFs commission-free

Move is welcomed but iShares, Vanguard missing from new lineup.

ALTERNATIVES FEB 26, 2013
Payoff in nontraded REIT deal

In a merger of popular REITs, Cole Credit Property Trust II is combining with publicly traded Spirit Realty Capital.

Ex-Morgan Keegan fund directors left investors 'in the dark,' SEC claims
MUTUAL FUNDS FEB 26, 2013
Ex-Morgan Keegan fund directors left investors 'in the dark,' SEC claims

Commission alleges value of subprime assets were overblown; $200M settlement in 2011

FIXED INCOME FEB 25, 2013
Health care reform: Q&A with muni bond experts

In this new white paper, Invesco analysts examine the impact of recent health care reforms on the muni bond markets.

MUTUAL FUNDS FEB 25, 2013
Two fund firm upstarts off to very different starts

Virtus' share price -- and assets -- have soared since going public in 2009; not so much for Arto

EQUITIES FEB 24, 2013
Some speculate about Kashkari's exit

Slow growth for Pimco's equity unit may have hastened departure, pundits say

RETIREMENT PLANNING FEB 24, 2013
Private-equity jumping into annuities could be bad news for insurers

Private-equity firms have been jumping into the VA business like crazy. On Tuesday, Moody's weighed in on the subject. Advisers should take note.

In a wirehouse first, Merrill offers a nontraded REIT
ALTERNATIVES FEB 22, 2013
In a wirehouse first, Merrill offers a nontraded REIT

Don't look now, but Merrill Lynch is hawking a nontraded REIT -- the first wirehouse to do so. Should broker-dealers be worried?

EQUITIES FEB 21, 2013
Capital raising up for first time since the financial crisis: Elisse Walter

SEC chariman claims agency is balancing investor protection with supporting markets

ALTERNATIVES FEB 21, 2013
Forget the cave — advisers now have easier way to store clients' gold

GBI launches online purchase and management program for precious metals; works with reporting systems

FIXED INCOME FEB 20, 2013
It's only a bond rout if you sell: Vanguard

Short-term paper losses can likely be offset by reinvesting at higher rates

MUTUAL FUNDS FEB 20, 2013
American Century won't backpedal on Lance Armstrong's charity

Despite stripping of cyclist's seven yellow jerseys, fund company sticking with target date funds for Livestrong

FIXED INCOME FEB 19, 2013
Too great expectations

Reports about a 'Great Rotation' from fixed income into equities are raising expectations about the possibilities of a new secular bull market. But Richard Golod, director of global investment strategies at Invesco, says a little perspective is in order.

EQUITIES FEB 19, 2013
Kashkari, Pimco's equity man, leaves for politics

Before Pimco, led Federal Government's much-maligned TARP program.

MUTUAL FUNDS FEB 17, 2013
American Funds revs up its 401(k) business

ETFS FEB 17, 2013
Three things that worry Vanguard's Jack Brennan

Vanguard's chairman emeritus especially concerned about growing ETF universe

FIXED INCOME FEB 17, 2013
Financial advisers: Finra warning on bonds better late than never

Regulator told investors in an alert that outstanding bonds could see price drops with rising interest rates

EQUITIES FEB 17, 2013
Active managers can add value

Passive investing is creating opportunities for bottom-up stock pickers